Compass Financial Management’s Halliburton HAL Stock Holding History

Compass Financial Management’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$80.8K	Buy	+35,700	New	+$1.39M	0.01%	601

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Compass Financial Management's HAL Position: Q2 2026 in Review

Compass Financial Management opened a new position in Halliburton (HAL) in Q2 2026: 4,646 shares worth $156K. The stake represents 0.02% of the portfolio and ranks #467 among its holdings.

1,129 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Compass Financial Management held 4,646 shares of Halliburton worth $156K as of Q2 2026.
Halliburton was a new Compass Financial Management position in Q2 2026.
Halliburton made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #467 holding.
1,129 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.